-25.5%
IQMX vs VT
+30.4%
-55.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -3.0% |
| 7D | -14.9% | -0.7% | -14.2% | -14.0% |
| 30D | -26.6% | -1.7% | -24.9% | -25.3% |
| 3M | -18.3% | -2.3% | -16.0% | -16.3% |
| 6M | -34.3% | +1.5% | -35.8% | -33.5% |
| YTD | -26.7% | +12.0% | -38.8% | -26.5% |
| 1Y | -27.6% | +12.9% | -40.5% | -27.4% |
| All | -25.5% | +30.4% | -55.8% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling